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Dealing with blended families as part of succession planning presentation

Published on 12 Mar 09 by NATIONAL DIVISION, THE TAX INSTITUTE

With approximately one in five families in Australia being a blended family, this presentation focuses on the succession planning issues that arise including:

  • the different approaches
  • mutual wills
  • passing control of family trusts
  • avoiding family trust distribution tax
  • dealing with superannuation death benefits.

Author profile

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of the Taxation Institute and currently serves as a member of the state council for its WA division. Daniel was recently named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016. - Current at 02 March 2017
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This was presented at 24th National Convention 2009 .

Get a 20% discount when you buy all the items from this event.

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Author(s):  Jennifer BATROUNEY

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Further details about this event:

 

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